Carlyle Group
628 hedge funds and large institutions have $13.5B invested in Carlyle Group in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 203 increasing their positions, 229 reducing their positions, and 78 closing their positions.
352% more call options, than puts
Call options by funds: $250M | Put options by funds: $55.2M
3% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 78
0.59% more ownership
Funds ownership: 62.97% → 63.57% (+0.59%)
2% less funds holding
Funds holding: 639 → 628 (-11)
5% less capital invested
Capital invested by funds: $14.3B → $13.5B (-$749M)
11% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 229
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$243M |
| 2 |
Millennium Management
New York
|
+$194M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.1M |
| 5 |
AU
Algebris (UK)
London,
United Kingdom
|
+$48.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$106M |
| 2 |
BlackRock
New York
|
-$103M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$96.9M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$91.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$85.3M |
CG Hedge Fund Activity: Q4 2025 in Review
628 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2025, worth a combined $13.5B — down 5.2% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new CG positions and 78 closed out — a net gain of 2 holders — while 203 added to existing stakes and 229 trimmed.
The largest buyer was Harris Associates, adding an estimated $243M. The largest seller was Royal Bank of Canada, cutting an estimated $106M.
- 628 institutional investors held Carlyle Group (CG) as of Q4 2025, down from 639 in Q3 2025.
- Funds reported $13.5B of Carlyle Group stock for Q4 2025, down 5.2% quarter-over-quarter.
- 80 funds opened new Carlyle Group positions in Q4 2025 and 78 closed out, a net change of +2 holders.
- The largest Carlyle Group buyer in Q4 2025 was Harris Associates, an estimated $243M added.
- The largest Carlyle Group seller in Q4 2025 was Royal Bank of Canada, an estimated $106M sold.
Based on aggregated 13F filings for Q4 2025.